Form 5500 Search

TRUIST WEALTH

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
2
Active participants
0
Total plan assets
$169.3M
Filings (rows)
2
Direct comp
$384K
Indirect comp
$0

SERVICES PROVIDED

Trustee2

Top plans served

All 2 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
HOLSTON DEFENSE CORPORATION
HOLSTON MEDICAL ASSISTANCE AND LIFE INSURANCE PLAN
KINGSPORT, TN
Trustee
TRUSTEE
0$84.9M$173K
HOLSTON DEFENSE CORPORATION
HOLSTON MEDICAL ASSISTANCE AND LIFE INSURANCE PLAN
KINGSPORT, TN
Trustee
TRUSTEE
0$84.4M$211K
TRUIST WEALTH — Form 5500 Service Provider Profile | Form 5500 Search